See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,532 | $117,983-68.2% | $101,794-63.1% | $142,382-73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,108 | $2,773-24.0% | $2,289-7.9% | $4,299-51.0% |
| Participant deferral / active EE | $2,108 | $4,714-55.3% | $4,084-48.4% | $6,507-67.6% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |